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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,279 | $73,107+56.3% | $114,563-0.2% | $87,485+30.6% |
| Participation rate | 68.0% | 65.8%+2.2pp | 72.9%-4.9pp | 68.9%-0.9pp |
| Annual return | 7.88% | 19.47%-11.6pp | 241.09%-233.2pp | 26.06%-18.2pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,391 | $3,144+39.7% | $4,142+6.0% | $4,274+2.8% |
| Admin fee / account holder | $18,196 | $5,770+215.4% | $7,623+138.7% | $7,775+134.0% |